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  • When specific transactions are not being moved ; for example, when the amount being moved is based on computation.

  • When the amounts being moved are supported by documentation from an outside source. 

  • When an asset object code (1xxx) or a liability object code (2xxx) is being used.

  • When the transactions being moved are (1) in a fiscal (non-project) account and (2) from a prior year.   

  • If one department is providing goods/services to another department (revenue on one side and expense on the other), use the Internal Billing (IB) or Service Billing (SB) eDoc. 

  • If you can import multiple lines via CSV file format.

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